Flanagan Financial Management

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Assets Under Management

$15.7M

Number of Clients

Number of Advisors

Average Client AUM

$3.1M

AUM per Advisor

$15.7M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Flanagan Financial Management, based in Norwich, NY, provides personalized portfolio management and asset allocation services. Investment advice is tailored to meet clients' objectives and risk tolerance. The firm primarily advises on equity securities, mutual funds, ETFs, fixed income products, and REITs.

Fee Structure

Financial Planning:Investment management only

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $500K	0.70%
$500K - $1.0M	0.60%
$1M+	0.50%

Fees are negotiable depending on individual client circumstances. Account values of family members may be combined to determine the applicable advisory fee.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

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Areas of Practice

Investment ManagementRetirement Planning

Location

2 Hayes Street, Norwich, NY, 13815